Rivernorth Capital Management’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Rivernorth Capital Management’s Portfolio TBLD Stock Details TBLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-13,620	Closed	-$244K	–	376
2025 Q1	$244K	Hold	13,620	–	–	0.01%	204
2024 Q4	$222K	Buy	+13,620	New	+$230K	0.01%	218
2022 Q2	–	Sell	-27,095	Closed	-$460K	–	859
2022 Q1	$460K	Sell	27,095 -625,227	-96%	-$11.2M	0.02%	484
2021 Q4	$12.2M	Buy	+652,322	New	+$12.6M	0.49%	58

Other funds holding TBLD

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DWM

DKM Wealth Management Stockton, California $153M AUM 22.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rivernorth Capital Management's TBLD Position: Q2 2025 in Review

Rivernorth Capital Management sold out of Thornburg Income Builder Opportunities Trust (TBLD) in Q2 2025, closing a stake of 13,620 shares — an estimated $244K sold.

Rivernorth Capital Management first reported a position in TBLD in Q4 2021 and held it in 4 quarters. The position peaked at $12.2M in Q4 2021. 47 funds tracked by Wall St. Rank hold TBLD as of Q2 2025.

Rivernorth Capital Management reported no remaining Thornburg Income Builder Opportunities Trust position as of Q2 2025 after selling out during the quarter.
Rivernorth Capital Management sold 13,620 Thornburg Income Builder Opportunities Trust shares in Q2 2025, an estimated $244K.
Rivernorth Capital Management first reported a position in Thornburg Income Builder Opportunities Trust in Q4 2021 and held it in 4 quarters.
Rivernorth Capital Management's Thornburg Income Builder Opportunities Trust position peaked at $12.2M in Q4 2021.
47 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q2 2025.

Based on Rivernorth Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.